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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2020
- Office Locations
- 1
Office Locations
About Milestone Advisory Group, LLC
Milestone Advisory Group is an independent, founder-led RIA helping individuals and families with retirement and late-stage college planning, 401(k) guidance (including self-directed brokerage accounts), tax-efficient investing, and insurance planning. The firm follows a goals-first "milestones" approach rather than benchmarking and emphasizes hands-on, proactive guidance; custody relationships include Schwab and Fidelity.
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Owner & Executives
JOHN WAYNE ANTROBUS
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2736425
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,900,000 | -- |
| Non-Discretionary | $2,626,000 | -- |
| Total | $22,526,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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